M. Pattabiraman's Blog, page 246

Franklin India Ultra Short Bond Fund Review: When and how to invest

Franklin India Ultra Short Bond Fund is one strange fund, some might even call special! About 80% of its portfolio has a credit rating lower than the highest and yet the fund has somehow managed to...

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Which Mutual Fund Categories do Retail Investors Use? AMFI Report

Interested to know which mutual funds retail investors prefer, how high Networth Individuals invest? Let us take a look at the Association of Mutual Funds in India – AMFIs AUM-Category /...

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Do not make these mistakes while planning your retirement!!

A lot of people start contemplating retirement because a ‘back of the envelope’ calculation shows them that they now have created a corpus high enough to meet their annual expenses. Fed up of the...

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Handpicked List of Mutual Funds October 2019 (PlumbLine)

This is my list of handpicked mutual funds for Oct 2019 (fourth quarter). New and old investors can use it according to their specific needs. Called “PlumbLine”, this was started in Sep...

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Just started investing in mutual funds? Here is what you should do next!

If you have just started investing in mutual funds over the last few years, perhaps via a SIP, then here is what you should do next! These would help increase confidence and not fear market crashes....

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Loans Linked to External Benchmarks: How this will impact you

From October 1, 2019, RBI has made an external benchmark based interest rate mandatory for certain categories of loans. What does this mean? How will this impact you? Let us find out starting with...

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SBI Equity Hybrid Fund Review: solid performance but should I invest?

This is an in-depth performance review of SBI Equity Hybrid Fund. We find out how consistently it has outperformed its benchmark and peers. Known as SBI Magnum Balanced prior to SEBI MF...

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What 100 plus New Equity Mutual Fund Investors Learnt Since 2017!

I asked new mutual fund investors of FB group Asan Ideas for Wealth on 12th Sep 2019, “What have you learnt by investing in equity mutual funds over the last couple of years?” New mutual...

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Axis Nifty 100 Index Fund Review: Replacement for active large cap funds?

Axis Nifty 100 Index Fund is an open-ended index that aims to achieve a return close to Nifty 100 subject to tracking error. The NFO opens today (Sept 27th to Oct 11th) and then will be available for...

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This free ebook on Health Insurance will help you choose a policy with ease!

Here is a free ebook on health insurance prepared by Venkatesh Jayaraman. Use it to understand the features of a health insurance policy and choose one suited to your needs. The ebook was shared a...

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